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Bar Harbor Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bar Harbor Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Hold
1,419
– – 0.01% 235
2026
Q1 		$220K Hold
1,419
– – 0.01% 247
2025
Q4 		$238K Hold
1,419
– – 0.01% 236
2025
Q3 		$233K Hold
1,419
– – 0.01% 237
2025
Q2 		$213K Buy
+1,419
New +$192K 0.01% 240

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Bar Harbor Wealth Management's IUSG Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,419 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #235.

Bar Harbor Wealth Management first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Bar Harbor Wealth Management held 1,419 shares of iShares Core S&P US Growth ETF worth $267K as of Q2 2026.
  • Bar Harbor Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Bar Harbor Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.